See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,000 | $92,222-28.4% | $76,768-14.0% | $135,375-51.2% |
| Participation rate | 55.6% | 79.8%-24.2pp | 77.0%-21.4pp | 82.6%-27.1pp |
| Annual return | -7.88% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,305 | $3,216-59.4% | $2,485-47.5% | $4,779-72.7% |
| Participant deferral / active EE | $3,676 | $4,509-18.5% | $3,852-4.6% | $5,609-34.5% |
| Admin fee / account holder | $3,228 | $10,748-70.0% | $6,675-51.6% | $10,827-70.2% |